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BDX Holdings Changes image
This page summarizes the BDX holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether BDX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing BDX Share Count
Norden Group LLC 2,375 51,934 +49,559 +2086.69%
Iron Horse Wealth Management LLC 8 38 +30 +375.00%
First Citizens Bank & Trust Co. 1,197 4,566 +3,369 +281.45%
Indiana Trust & Investment Management CO 104 236 +132 +126.92%
Banque Cantonale Vaudoise 5,339 11,603 +6,264 +117.33%
Exchange Traded Concepts LLC 3,481 6,480 +2,999 +86.15%
Inscription Capital LLC 870 1,455 +585 +67.24%
CX Institutional 698 1,154 +456 +65.33%
Norway Savings Bank 1,825 2,698 +873 +47.84%
Capital Asset Advisory Services LLC 1,022 1,484 +462 +45.21%
Legend Financial Advisors Inc. 66 91 +25 +37.88%
Addenda Capital Inc. 22,945 30,123 +7,178 +31.28%
Selway Asset Management 13,773 17,998 +4,225 +30.68%
Fulcrum Capital LLC 1,000 1,275 +275 +27.50%
Veriti Management LLC 2,212 2,814 +602 +27.22%
Claro Advisors LLC 2,255 2,852 +597 +26.47%
Sound Income Strategies LLC 99 123 +24 +24.24%
Founders Financial Securities LLC 6,364 7,863 +1,499 +23.55%
CWM LLC 6,303 7,765 +1,462 +23.20%
Boltwood Capital Management 862 1,057 +195 +22.62%
Cooper Financial Group 2,754 3,321 +567 +20.59%
Mcrae Capital Management Inc. 37,863 44,971 +7,108 +18.77%
Financiere des Professionnels Fonds d investissement inc. 46,327 54,913 +8,586 +18.53%
Security National Bank 345 408 +63 +18.26%
BKM Wealth Management LLC 4,176 4,891 +715 +17.12%
Running Oak Capital LLC 32,275 37,502 +5,227 +16.20%
Moody National Bank Trust Division 1,663 1,920 +257 +15.45%
Procyon Private Wealth Partners LLC 13,484 15,396 +1,912 +14.18%
Red Tortoise LLC 99 112 +13 +13.13%
UMA Financial Services Inc. 1,037 1,171 +134 +12.92%
New Mexico Educational Retirement Board 14,766 16,566 +1,800 +12.19%
Fermata Advisors LLC 1,105 1,238 +133 +12.04%
Park National Corp OH 24,386 27,300 +2,914 +11.95%
Cardinal Capital Management 23,571 26,275 +2,704 +11.47%
Symmetry Partners LLC 1,978 2,157 +179 +9.05%
AMI Asset Management Corp 215,212 234,525 +19,313 +8.97%
Bruce G. Allen Investments LLC 249 271 +22 +8.84%
Arlington Partners LLC 11,524 12,473 +949 +8.23%
Massmutual Trust Co. FSB ADV 357 386 +29 +8.12%
DLK Investment Management LLC 16,854 18,174 +1,320 +7.83%
Berger Financial Group Inc 2,107 2,270 +163 +7.74%
Valeo Financial Advisors LLC 1,876 2,019 +143 +7.62%
Atlas Private Wealth Management 1,775 1,910 +135 +7.61%
Strong Tower Advisory Services 4,650 4,999 +349 +7.51%
Horizon Bancorp Inc. IN 414 445 +31 +7.49%
Carret Asset Management LLC 11,000 11,773 +773 +7.03%
WBH Advisory Inc. 1,435 1,528 +93 +6.48%
Pacifica Partners Inc. 240 255 +15 +6.25%
Allen Capital Group LLC 1,178 1,247 +69 +5.86%
NorthCrest Asset Manangement LLC 7,224 7,601 +377 +5.22%
GAMMA Investing LLC 772 811 +39 +5.05%
Thomasville National Bank 28,797 30,187 +1,390 +4.83%
Aurum Wealth Management Group LLC 1,103 1,156 +53 +4.81%
Mather Group LLC. 5,792 6,048 +256 +4.42%
Sageworth Trust Co of South Dakota 1,163 1,210 +47 +4.04%
Red Door Wealth Management LLC 1,386 1,437 +51 +3.68%
Somerset Trust Co 13,849 14,343 +494 +3.57%
Gillespie Robinson & Grimm Inc. 157,160 162,687 +5,527 +3.52%
Marion Wealth Management 8,838 9,091 +253 +2.86%
Meadow Creek Wealth Advisors LLC 1,087 1,118 +31 +2.85%
First Affirmative Financial Network 1,110 1,140 +30 +2.70%
Key Client Fiduciary Advisors LLC 1,672 1,715 +43 +2.57%
Miracle Mile Advisors LLC 1,311 1,344 +33 +2.52%
Simon Quick Advisors LLC 4,044 4,132 +88 +2.18%
Graybill Bartz & Assoc Ltd. 16,370 16,685 +315 +1.92%
Piscataqua Savings Bank 245 249 +4 +1.63%
Toth Financial Advisory Corp 24,137 24,519 +382 +1.58%
Ridgewood Investments LLC 2,913 2,956 +43 +1.48%
Eagle Wealth Strategies LLC 1,642 1,666 +24 +1.46%
Azzad Asset Management Inc. ADV 20,345 20,630 +285 +1.40%
Capital Advisors Ltd. LLC 1,328 1,346 +18 +1.36%
Bill Few Associates Inc. 7,014 7,104 +90 +1.28%
Brookstone Capital Management 11,586 11,725 +139 +1.20%
Douglas Lane & Associates LLC 1,545 1,563 +18 +1.17%
Mcdonald Partners LLC 5,903 5,966 +63 +1.07%
Jacobs & Co. CA 47,483 47,939 +456 +0.96%
Beese Fulmer Investment Management Inc. 29,563 29,811 +248 +0.84%
Canandaigua National Bank & Trust Co. 4,247 4,276 +29 +0.68%
Gulf International Bank UK Ltd 24,916 25,075 +159 +0.64%
Triangle Securities Wealth Management 8,152 8,202 +50 +0.61%
Coston McIsaac & Partners 178 179 +1 +0.56%
Apella Capital LLC 1,020 1,025 +5 +0.49%
Fragasso Group Inc. 2,067 2,077 +10 +0.48%
First Hawaiian Bank 3,436 3,452 +16 +0.47%
Grimes & Company Inc. 1,615 1,621 +6 +0.37%
Wealthfront Advisers LLC 11,379 11,419 +40 +0.35%
Congress Wealth Management LLC DE 1,809 1,815 +6 +0.33%
Northwest Quadrant Wealth Management LLC 1,380 1,384 +4 +0.29%
Kesler Norman & Wride LLC 6,381 6,397 +16 +0.25%
Marshall & Sullivan Inc. WA 18,994 19,040 +46 +0.24%
ST Germain D J Co. Inc. 49,993 50,039 +46 +0.09%
Czech National Bank 50,810 50,857 +47 +0.09%
State of Alaska Department of Revenue 31,323 31,343 +20 +0.06%
13F Filers Reporting New Positions In BDX
Rise Advisors LLC 0 153 +153 +100%
Wiley BROS. Aintree Capital LLC 0 2,852 +2,852 +100%
Stephenson National Bank & Trust 0 43 +43 +100%
Franklin Street Advisors Inc. NC 0 48,487 +48,487 +100%
Tributary Capital Management LLC 0 200 +200 +100%
Confluence Investment Management LLC 0 79,799 +79,799 +100%
Vicus Capital 0 2,430 +2,430 +100%
Perpetual Ltd 0 894 +894 +100%
Arcus Capital Partners LLC 0 2,953 +2,953 +100%
Benson Investment Management Company Inc. 0 19,703 +19,703 +100%
Synergy Financial Management LLC 0 4,097 +4,097 +100%
Aua Capital Management LLC 0 817 +817 +100%
Leonard Rickey Investment Advisors P.L.L.C. 0 1,042 +1,042 +100%
Ariston Services Group 0 1,082 +1,082 +100%
Exeter Financial LLC 0 835 +835 +100%
Defined Wealth Management LLC 0 1,487 +1,487 +100%
Fifth Third Wealth Advisors LLC 0 2,189 +2,189 +100%
Wedmont Private Capital 0 924 +924 +100%
Sandy Cove Advisors LLC 0 3,593 +3,593 +100%
Kathleen S. Wright Associates Inc. 0 300 +300 +100%
Redmont Wealth Advisors LLC 0 15 +15 +100%
Register Financial Advisors LLC 0 34 +34 +100%
Kingswood Wealth Advisors LLC 0 925 +925 +100%
Dixon Mitchell Investment Counsel Inc. 0 45 +45 +100%
Financial Security Advisor Inc. 0 911 +911 +100%
Trust Co of the South 0 2,202 +2,202 +100%
Duncan Williams Asset Management LLC 0 1,600 +1,600 +100%
13F Filers With Unchanged Share Count
Meyer Handelman Co. 12,046 12,046 UNCH 0.00%
Stonebridge Capital Management Inc. 4,900 4,900 UNCH 0.00%
Arkansas Financial Group Inc. 1,022 1,022 UNCH 0.00%
NBC Securities Inc. 433 433 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 2,341 2,341 UNCH 0.00%
Barrett & Company Inc. 40 40 UNCH 0.00%
Delta Capital Management LLC 8,640 8,640 UNCH 0.00%
Olstein Capital Management L.P. 27,000 27,000 UNCH 0.00%
Optimum Investment Advisors 42 42 UNCH 0.00%
Caledonia Investments PLC 146,100 146,100 UNCH 0.00%
Abner Herrman & Brock LLC 852 852 UNCH 0.00%
M&R Capital Management Inc. 2,433 2,433 UNCH 0.00%
Beach Investment Counsel Inc. PA 1,520 1,520 UNCH 0.00%
Mountain Pacific Investment Advisers Inc. ID 4,761 4,761 UNCH 0.00%
Cullinan Associates Inc. 1,100 1,100 UNCH 0.00%
Chesley Taft & Associates LLC 2,930 2,930 UNCH 0.00%
Thompson Investment Management Inc. 59 59 UNCH 0.00%
Bangor Savings Bank 443 443 UNCH 0.00%
Bath Savings Trust Co 1,569 1,569 UNCH 0.00%
Stockman Wealth Management Inc. 1,540 1,540 UNCH 0.00%
Boston Common Asset Management LLC 1,000 1,000 UNCH 0.00%
Cohen Klingenstein LLC 4,400 4,400 UNCH 0.00%
Lowe Wealth Advisors LLC 30 30 UNCH 0.00%
Private Ocean LLC 178 178 UNCH 0.00%
St. Johns Investment Management Company LLC 1 1 UNCH 0.00%
Curbstone Financial Management Corp 1,908 1,908 UNCH 0.00%
Northstar Group Inc. 1,711 1,711 UNCH 0.00%
Trust Co 20 20 UNCH 0.00%
Cambridge Advisors Inc. 2,427 2,427 UNCH 0.00%
Sendero Wealth Management LLC 2,861 2,861 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 285 285 UNCH 0.00%
First PREMIER Bank 11 11 UNCH 0.00%
Baker Chad R 1,950 1,950 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 831 831 UNCH 0.00%
Radnor Capital Management LLC 2,889 2,889 UNCH 0.00%
Pinnacle Bank 1,004 1,004 UNCH 0.00%
BlueSky Wealth Advisors LLC 1,059 1,059 UNCH 0.00%
Measured Wealth Private Client Group LLC 1,356 1,356 UNCH 0.00%
Hudson Capital Management LLC 1,377 1,377 UNCH 0.00%
Global Trust Asset Management LLC 1 1 UNCH 0.00%
Independence Bank of Kentucky 25 25 UNCH 0.00%
Charles Schwab Trust Co 1,050 1,050 UNCH 0.00%
Maryland State Retirement & Pension System 22,545 22,545 UNCH 0.00%
Cedar Mountain Advisors LLC 155 155 UNCH 0.00%
Atticus Wealth Management LLC 1,232 1,232 UNCH 0.00%
Game Plan Financial Advisors LLC 856 856 UNCH 0.00%
Wolff Wiese Magana LLC 1 1 UNCH 0.00%
Wealth Management Partners LLC 1,085 1,085 UNCH 0.00%
SOA Wealth Advisors LLC. 23 23 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 803 803 UNCH 0.00%
Viewpoint Capital Management LLC 1,000 1,000 UNCH 0.00%
Armstrong Advisory Group Inc. 64 64 UNCH 0.00%
Stephens Consulting LLC 511 511 UNCH 0.00%
Davis Investment Partners LLC 1,397 1,397 UNCH 0.00%
Compass Wealth Management LLC 3,266 3,266 UNCH 0.00%
Park Place Capital Corp 11 11 UNCH 0.00%
ZRC Wealth Management LLC 13 13 UNCH 0.00%
Trivant Custom Portfolio Group LLC 5 5 UNCH 0.00%
Abacus Wealth Partners LLC 1,081 1,081 UNCH 0.00%
Barlow Wealth Partners Inc. 927 927 UNCH 0.00%
PFS Partners LLC 60 60 UNCH 0.00%
Financial Perspectives Inc 9 9 UNCH 0.00%
Partnership Wealth Management LLC 341 341 UNCH 0.00%
13F Filers Decreasing BDX Share Count
Atlas Capital Advisors LLC 2,860 10 -2,850 -99.65%
Asset Dedication LLC 5,791 247 -5,544 -95.73%
JJJ Advisors Inc. 401 87 -314 -78.30%
Versant Capital Management Inc 387 96 -291 -75.19%
Fortitude Family Office LLC 144 49 -95 -65.97%
Orrstown Financial Services Inc. 2,313 936 -1,377 -59.53%
Tompkins Financial Corp 254 104 -150 -59.06%
Daymark Wealth Partners LLC 2,747 1,150 -1,597 -58.14%
Salem Investment Counselors Inc. 508 234 -274 -53.94%
StonePine Asset Management Inc. 976,735 557,138 -419,597 -42.96%
Allspring Global Investments Holdings LLC 75,893 44,160 -31,733 -41.81%
First National Bank of Mount Dora Trust Investment Services 14,655 8,640 -6,015 -41.04%
Penbrook Management LLC 1,839 1,115 -724 -39.37%
Aspire Private Capital LLC 167 102 -65 -38.92%
SJS Investment Consulting Inc. 270 166 -104 -38.52%
SeaCrest Wealth Management LLC 1,929 1,286 -643 -33.33%
Dynamic Advisor Solutions LLC 2,429 1,667 -762 -31.37%
Harbour Capital Advisors LLC 1,310 910 -400 -30.53%
Westside Investment Management Inc. 238 167 -71 -29.83%
Hexagon Capital Partners LLC 44 32 -12 -27.27%
American National Bank 223 163 -60 -26.91%
Ballentine Partners LLC 4,661 3,580 -1,081 -23.19%
MCF Advisors LLC 212 163 -49 -23.11%
Central Bank & Trust Co. 3,147 2,425 -722 -22.94%
CHICAGO TRUST Co NA 1,068 828 -240 -22.47%
Park Avenue Securities LLC 2,627 2,058 -569 -21.66%
Capital Insight Partners LLC 2,685 2,122 -563 -20.97%
Trifecta Capital Advisors LLC 152 121 -31 -20.39%
West Paces Advisors Inc. 105 85 -20 -19.05%
Hurlow Wealth Management Group Inc. 1,500 1,230 -270 -18.00%
AdvisorNet Financial Inc 186 155 -31 -16.67%
SPF Beheer BV 173,298 144,683 -28,615 -16.51%
Arden Trust Co 4,025 3,437 -588 -14.61%
Bank of New Hampshire 3,071 2,629 -442 -14.39%
Gateway Investment Advisers LLC 2,791 2,404 -387 -13.87%
Pure Financial Advisors Inc. 1,842 1,587 -255 -13.84%
Clarius Group LLC 1,999 1,741 -258 -12.91%
Atlantic Union Bankshares Corp 14,722 12,823 -1,899 -12.90%
Sunbelt Securities Inc. 357 311 -46 -12.89%
MV Capital Management Inc. 175 153 -22 -12.57%
DNB Asset Management AS 71,559 64,294 -7,265 -10.15%
Woodmont Investment Counsel LLC 5,841 5,284 -557 -9.54%
Rockland Trust Co. 2,253 2,038 -215 -9.54%
Burns J W & Co. Inc. NY 14,395 13,026 -1,369 -9.51%
Fruth Investment Management 1,140 1,040 -100 -8.77%
Baldwin Brothers Inc. MA 530 485 -45 -8.49%
Webster Bank N. A. 10,404 9,529 -875 -8.41%
OneAscent Financial Services LLC 1,053 966 -87 -8.26%
Flagship Harbor Advisors LLC 1,169 1,078 -91 -7.78%
Matrix Asset Advisors Inc. NY 28,064 25,958 -2,106 -7.50%
Allen Mooney & Barnes Investment Advisors LLC 1,620 1,500 -120 -7.41%
First Community Trust NA 7,627 7,077 -550 -7.21%
Papp L Roy & Associates 37,044 34,382 -2,662 -7.19%
NovaPoint Capital LLC 13,535 12,571 -964 -7.12%
Foster & Motley Inc. 10,191 9,489 -702 -6.89%
Fulton Bank N.A. 2,591 2,413 -178 -6.87%
Appleton Partners Inc. MA 1,343 1,252 -91 -6.78%
CVA Family Office LLC 505 472 -33 -6.53%
D. B. Root & Company LLC 4,903 4,629 -274 -5.59%
Valley National Advisers Inc. 15,272 14,434 -838 -5.49%
West Coast Financial LLC 4,240 4,015 -225 -5.31%
Capital Investment Advisors LLC 1,815 1,730 -85 -4.68%
S.A. Mason LLC 1,420 1,354 -66 -4.65%
Hartford Investment Management Co. 19,535 18,659 -876 -4.48%
Breakwater Capital Group 1,414 1,354 -60 -4.24%
City Holding Co. 3,645 3,495 -150 -4.12%
Riverview Trust Co 1,234 1,187 -47 -3.81%
Forbes J M & Co. LLP 36,205 34,849 -1,356 -3.75%
Portside Wealth Group LLC 6,088 5,864 -224 -3.68%
Folger Nolan Fleming Douglas Capital Management Inc. 43,649 42,083 -1,566 -3.59%
Saratoga Research & Investment Management 90,259 87,135 -3,124 -3.46%
Tsfg LLC 774 748 -26 -3.36%
Courier Capital LLC 6,827 6,616 -211 -3.09%
Romano Brothers AND Company 1,903 1,846 -57 -3.00%
Wealth Enhancement Advisory Services LLC 49,145 47,691 -1,454 -2.96%
Sunburst Financial Group LLC 965 937 -28 -2.90%
Farmers & Merchants Investments Inc. 25,673 24,974 -699 -2.72%
Clifford Swan Investment Counsel LLC 9,270 9,037 -233 -2.51%
Alpha Omega Wealth Management LLC 1,559 1,521 -38 -2.44%
Eagle Ridge Investment Management 1,655 1,616 -39 -2.36%
Stratos Wealth Partners LTD. 13,776 13,454 -322 -2.34%
Hodges Capital Management Inc. 3,387 3,309 -78 -2.30%
Harbor Investment Advisory LLC 5,722 5,592 -130 -2.27%
Aspiriant LLC 1,184 1,158 -26 -2.20%
Lincoln Capital LLC 16,161 15,816 -345 -2.13%
Northwest Investment Counselors LLC 12,791 12,536 -255 -1.99%
Whitener Capital Management Inc. 3,925 3,850 -75 -1.91%
Werlinich Asset Management LLC 3,460 3,395 -65 -1.88%
Arlington Trust Co LLC 167 164 -3 -1.80%
A. D. Beadell Investment Counsel Inc. 11,854 11,654 -200 -1.69%
US Asset Management LLC 1,796 1,767 -29 -1.61%
Country Trust Bank 130 128 -2 -1.54%
M. Kraus & Co 25,722 25,349 -373 -1.45%
CRA Financial Services LLC 880 868 -12 -1.36%
Atwood & Palmer Inc. 26,960 26,605 -355 -1.32%
Los Angeles Capital Management & Equity Research Inc. 4,319 4,271 -48 -1.11%
Tevis Investment Management 1,658 1,640 -18 -1.09%
Birch Capital Management LLC 11,690 11,571 -119 -1.02%
Jeppson Wealth Management LLC 995 985 -10 -1.01%
Trust Co. of Virginia VA 2,198 2,177 -21 -0.96%
City State Bank 1,988 1,971 -17 -0.86%
Private Harbour Investment Management & Counsel LLC 6,618 6,562 -56 -0.85%
Pflug Koory LLC 1,011 1,004 -7 -0.69%
Optas LLC 2,879 2,860 -19 -0.66%
Summit Financial Group Inc. 1,017 1,012 -5 -0.49%
Cacti Asset Management LLC 194,224 193,416 -808 -0.42%
Everett Harris & Co. CA 573,239 570,861 -2,378 -0.41%
Guyasuta Investment Advisors Inc. 155,214 154,577 -637 -0.41%
Congress Asset Management Co. MA 2,065 2,057 -8 -0.39%
Stratos Wealth Advisors LLC 3,615 3,603 -12 -0.33%
Lake Street Financial LLC 1,004 1,001 -3 -0.30%
OLD National Bancorp IN 3,736 3,726 -10 -0.27%
Adirondack Trust Co. 1,213 1,210 -3 -0.25%
State of Michigan Retirement System 79,388 79,188 -200 -0.25%
Wealthcare Advisory Partners LLC 2,764 2,759 -5 -0.18%
RMR Wealth Builders 2,408 2,405 -3 -0.12%
Exchange Bank 2,842 2,840 -2 -0.07%
Sumitomo Mitsui Trust Holdings Inc. 714,114 714,111 -3 -0.00%
13F Filers Exiting BDX
Seamount Financial Group Inc. 835 0 -835 -100.00%
Cedrus LLC 871 0 -871 -100.00%
McGlone Suttner Wealth Management Inc. 59 0 -59 -100.00%
Level Financial Advisors Inc. 103 0 -103 -100.00%
Koss Olinger Consulting LLC 1,591 0 -1,591 -100.00%
GoalVest Advisory LLC 144 0 -144 -100.00%
International Assets Investment Management LLC 148,933 0 -148,933 -100.00%
Investment Research & Advisory Group Inc. 7,096 0 -7,096 -100.00%
General Partner Inc. 341 0 -341 -100.00%
Coastal Investment Advisors Inc. 889 0 -889 -100.00%
RDA Financial Network 2,021 0 -2,021 -100.00%
Criterion Capital Advisors LLC 29 0 -29 -100.00%
Apexium Financial LP 881 0 -881 -100.00%
Kovack Advisors Inc. 853 0 -853 -100.00%
Financial Management Professionals Inc. 20 0 -20 -100.00%
Contravisory Investment Management Inc. 23,904 0 -23,904 -100.00%
Trust Co. of Oklahoma 864 0 -864 -100.00%

See Summary: Institutional Holders of BDX
See Details: Top 10 Hedge Funds Holding BDX
Also See: BDX Insider Buying

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